Turkish Lira Not Systemic to Exposed Banks, Says JPM's Amoa

The video discusses the current market concerns related to Turkey's policy mix and its impact on European assets, particularly banks with exposure to Turkey. It highlights key US market indicators, such as the US curve and yields, and their potential implications. The discussion also covers the Euro-dollar levels and the potential spillover effects into the European banking sector, emphasizing the need to monitor these developments closely.

What are the current concerns regarding the policy related to Turkey Goose?

How is the team described in terms of their outlook on the market?

What indicators are being monitored in relation to the US curve?

What levels is the Euro dollar expected to approach, and what is necessary to reach those levels?

What is the team's base case regarding contagion in the European banking sector?